We are live on ! Find out more
OOMA icon

Ooma
OOMA

65 hedge funds and large institutions have $121M invested in Ooma in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

575% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 4

157% more capital invested

Capital invested by funds: $47.2M → $121M (+$74.1M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more funds holding

Funds holding: 47 → 65 (+18)

38.23% more ownership

Funds ownership: 29.3% → 67.53% (+38%)

12% more call options, than puts

Call options by funds: $261K | Put options by funds: $234K

Holders
65
Holders Change
+18
Holders Change %
+38.3%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
27
Reduced
4
Closed
3
Calls
$261K
Puts
$234K
Net Calls
+$27K
Net Calls Change
+$245K

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$10.7M
2
Ameriprise
Ameriprise
Minnesota
+$6.44M
3
RA
Royce & Associates
New York
+$4.39M
4
PWAM
Park West Asset Management
California
+$4.18M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$563K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$132K
3
DTL
Dynamic Technology Lab
Singapore
-$113K
4
ARTA
A.R.T. Advisors
New York
-$97K
5
UBS Group
UBS Group
Switzerland
-$14K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Perkins Capital Management
Minnesota
$1.2M +$93K +9,650 +9%
Morgan Stanley
27
Morgan Stanley
New York
$1.08M +$813K +84,354 +346%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.05M +$551K +57,184 +118%
WVP
29
Worth Venture Partners
New Jersey
$955K +$189K +19,621 +26%
TC
30
TFS Capital
Pennsylvania
$768K +$743K +77,167 New
MWNA
31
Marshall Wace North America
New York
$754K +$726K +75,388 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$727K +$704K +73,052 New
BCM
33
Bridgeway Capital Management
Texas
$723K +$219K +22,700 +45%
BRF
34
B. Riley Financial
California
$520K +$503K +52,242 New
SCM
35
Sterling Capital Management
North Carolina
$498K +$483K +50,100 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$361K -$132K -13,720 -27%
Goldman Sachs
37
Goldman Sachs
New York
$348K +$124K +12,923 +59%
Citigroup
38
Citigroup
New York
$258K – – –
PM
39
Precept Management
Texas
$249K +$241K +25,000 New
Northern Trust
40
Northern Trust
Illinois
$247K +$135K +13,977 +128%
GCP
41
GSA Capital Partners
United Kingdom
$229K +$222K +23,000 New
Barclays
42
Barclays
United Kingdom
$229K +$222K +23,042 New
SIM
43
Spark Investment Management
New York
$221K +$72.2K +7,500 +51%
Wolverine Trading
44
Wolverine Trading
Illinois
$212K +$46K +4,773 +28%
SCM
45
Segantii Capital Management
Hong Kong
$207K +$200K +20,800 New
CL
46
Croft-Leominster
Maryland
$199K +$193K +20,000 New
PCMI
47
Paradigm Capital Management Inc
New York
$199K +$193K +20,000 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$191K +$85.8K +8,904 +87%
TI
49
Trexquant Investment
Connecticut
$189K +$183K +18,991 New
State Street
50
State Street
Massachusetts
$146K +$142K +14,700 New
1
2
3

OOMA Hedge Fund Activity: Q1 2017 in Review

65 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2017, worth a combined $121M — up 157% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OOMA positions and 3 closed out — a net gain of 25 holders — while 27 added to existing stakes and 4 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $10.7M. The largest seller was Bank of America, cutting an estimated $563K.

  • 65 institutional investors held Ooma (OOMA) as of Q1 2017, up from 47 in Q4 2016.
  • Funds reported $121M of Ooma stock for Q1 2017, up 157% quarter-over-quarter.
  • 28 funds opened new Ooma positions in Q1 2017 and 3 closed out, a net change of +25 holders.
  • The largest Ooma buyer in Q1 2017 was AWM Investment Company, an estimated $10.7M added.
  • The largest Ooma seller in Q1 2017 was Bank of America, an estimated $563K sold.

Based on aggregated 13F filings for Q1 2017.